Blue Heron CPAs is an award-winning Florida CPA firm specializing in tax preparation and proactive retirement tax planning for retirees and people approaching retirement. We help clients navigate Social Security taxation, required minimum distributions (RMDs), Roth conversions, Medicare IRMAA, qualified charitable distributions (QCDs), and estimated taxes. Our CPA-led team combines accurate tax preparation with proactive, multi-year tax planning and clear explanations. We serve retirees in The Villages and throughout Florida through secure virtual appointments and document sharing. We also work alongside financial advisors to coordinate tax planning for their retired and retiring clients.

Website: blueheroncpas.com

Phone: (352) 356-5254